Investment Services
At WSFS Wealth, we provide our clients with a comprehensive array of wealth management services and expertise that are used by many successful families. WSFS Wealth’s investment services can address investment, tax, legal, financial, and estate planning. Dedicated teams of financial professionals gain an understanding of the client, allowing them to execute a tailored plan designed to meet their goals.
Company Services
Our investment services include a wide range of companies, including:
Bryn Mawr Capital Management — Life is about more than accumulating money; therefore, our comprehensive wealth management services extend beyond simple money management. With our collaborative team approach, we purposefully lead with advice and planning. With that, you can be confident that we’re optimizing every aspect of your finances, including investment management, financial and estate planning, trust administration and consulting, asset protection, income and tax strategies, and balance sheet consulting through private banking.
With a customized wealth plan from the professionals of Bryn Mawr Capital Management, your hard-earned assets will be securely positioned to grow, to protect, and to carry on – according to a well thought out plan, in just the way you intend them to.
We construct a portfolio that is best suited to your individual circumstances. We combine the best thinking of our research team with the personalized execution that is so important to a successful investment plan. Maintaining a clear connection between your financial plan and your investments is the foundation of our approach, and helping you create the future you envision is at the core of everything we do. Visit Bryn Mawr Capital Management
WSFS Wealth Investments provides clients with advice in securities, investment advisory, insurance products,
as well as financial planning, education planning, and retirement planning. We strive to provide the best personal service and we are passionate about creating solid financial strategies for our clients. We offer dedicated, local advisors who understand the unique needs of you and your family.
Visit WSFS Wealth Investments
Our Services
Frequently Asked Questions
Type of Investments
Stocks
Stocks represent equity ownership in a corporation. Owners of common stocks are entitled to a portion of the profits and dividends of the corporation and can vote for the board of directors. Stocks are usually owned in hopes of price appreciation over time. In the event of bankruptcy, owners of stock may lose their entire investment.
Bonds
A bond is a fixed income instrument that is issued by a creditor, usually a government entity or corporation. It is basically a loan that is being held by the bondholder. The bondholder is paid a rate of interest for a pre-determined period after which the bondholder will be paid back the principal that was lent to the borrowing entity.
ETFs
Exchange Traded Funds (ETFs) are baskets of securities, providing the diversification benefits of mutual funds, but trade on major stock exchanges during trading hours. ETFs are offered in most asset classes, from stocks and bonds to currencies and commodities. ETFs generally have lower expense ratios and are more tax efficient than mutual funds
Options
An option gives the investor the right to buy or sell a security at a certain price on or before a specified date. The most common are call options and put options on stocks. An option is usually purchased or sold to hedge an existing position or to try to earn outsized gains on a small investment.
Mutual Funds
Mutual funds invest in stocks, bonds, or other securities, referred to as a portfolio. Typically, smaller investors pool their money together in a mutual fund so they can own a diversified basket of securities offering them diversification that they might not be able to get on their own.
Why Choose WSFS?
A WSFS financial expert will help you find the right solution.
Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed
The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed Insurance products and services are offered through CES Insurance Agency.
WSFS Bank and Commonwealth are engaged in a referral arrangement where WSFS Bank refers potential clients to Commonwealth. WSFS Bank receives a percentage of the commissions and fees, as applicable, received by Commonwealth resulting from these referrals. In instances where the Advisor is also an employee of WSFS Bank, WSFS Bank receives a substantial percentage of such fees and commissions. These payments create a financial incentive for WSFS Bank to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. WSFS Bank is not a client of Commonwealth. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search them wherever local business are reviewed.
Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.
Cypress is an SEC registered investment adviser that maintains a principal place of business in the Greenville, Delaware. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from registration requirements. For information about Cypress' registration status and business operations, please consult the Firm's Form ADV disclosure documents, the most recent versions of which are available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. Cypress is a wholly-owned subsidiary of WSFS Financial Corporation.
WCM is the business name of WSFS Capital Management, LLC. It is an SEC registered investment adviser that maintains a principal place of business in the Commonwealth of Pennsylvania. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from registration requirements. For information about WCM’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov
WSFS Capital Management, LLC, is a wholly-owned subsidiary of WSFS Financial Corporation. © 2022 West Capital Management
All opinions expressed by the Associate(s) on television, radio, internet, or any other medium are merely opinions. You should not treat any opinion expressed as an inducement to make a particular investment or follow a particular strategy. Opinions expressed are based upon information that the Associate(s) considered reliable at the time spoken, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such. The opinions do not represent the opinions of Bryn Mawr Trust, West Capital Management, or Cypress Capital Management. The Associate(s) and the listed entities have no duty to update or correct any information that was provided. Past performance is not indicative of future results, and as such, neither the Associate(s) nor any of the above-listed entities guarantee any specific outcome, performance, or profit. Before acting on any information from the Associate(s), consider suitability for your personal financial situation and seek the advice of your own financial professional.
Related Articles
A Guide to Managing Your Charitable Giving
Charitable giving is an excellent way for individuals to give back to their community and support causes they care about. In addition to the satisfaction that comes from helping others, charitable giving can also provide significant tax benefits. Here are some charitable giving techniques that can help maximize the impact of your donations.
Read More
Top 5 Tax Planning Tips to Start Doing Now
Tax season is already underway, but it is never too early to start planning for next year’s tax filings. Here are five tax planning ideas to consider for this year.
Read More
The Impact College Savings Has On Financial Aid
February is Financial Aid Awareness Month, created to provide parents, students and families with the education and resources to make the most effective decisions as it relates to financial aid. Every year parents and students are required to complete the Free Application for Federal Student Aid, or (FAFSA), to determine their eligibility for student financial aid, which comes in the form of grants, scholarships, student loans or work study programs.
Read More